BWXT
BWX Technologies·NYSE
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BWXT fundamentals
BWX Technologies (BWXT) released its earnings on Feb 23, 2026: revenue was 885.80M (YoY +18.70%), beat estimates; EPS was 1.08 (YoY +17.39%), beat estimates.
Revenue / YoY
885.80M
+18.70%
EPS / YoY
1.08
+17.39%
Report date
Feb 23, 2026
BWXT Earnings Call Summary for Q4,2025
- Record Growth and Strategic Wins: 18% revenue growth, $7.3B backlog, and acquisitions driving new contracts like the $1.6B uranium deal.
- Financial Strength: $295M free cash flow, 2026 guidance for $3.75B revenue, and improved financial flexibility via debt refinancing.
- AI and Automation: Phased AI adoption from process optimization to factory automation, despite security challenges.
- Government and Commercial Expansion: Naval propulsion efficiency, SMR component bids, and potential U.S. commercial facility investments.
- Margin Outlook: Government margins to improve post-2026; commercial margins to normalize with growth.
EPS
Actual | 0.79 | 0.71 | 0.79 | 0.74 | 0.73 | 0.62 | 0.76 | 0.95 | 0.69 | 0.82 | 0.69 | 0.93 | 0.7 | 0.65 | 0.67 | 1.01 | 0.76 | 0.82 | 0.83 | 0.92 | 0.91 | 1.02 | 1 | 1.08 | |||||||||||
Forecast | 0.5957 | 0.56 | 0.6675 | 0.7133 | 0.7085 | 0.7186 | 0.7943 | 0.9329 | 0.6686 | 0.7457 | 0.7147 | 0.928 | 0.6104 | 0.5949 | 0.6486 | 0.9275 | 0.6901 | 0.741 | 0.771 | 0.8142 | 0.7648 | 0.7926 | 0.8533 | 0.8908 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +32.62% | +26.79% | +18.35% | +3.74% | +3.03% | -13.72% | -4.32% | +1.83% | +3.20% | +9.96% | -3.46% | +0.22% | +14.68% | +9.26% | +3.30% | +8.89% | +10.13% | +10.66% | +7.65% | +12.99% | +18.99% | +28.69% | +17.19% | +21.24% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 542.00M | 505.00M | 520.00M | 557.00M | 528.00M | 505.00M | 499.00M | 591.98M | 531.00M | 554.21M | 523.70M | 624.20M | 568.36M | 612.40M | 589.99M | 725.50M | 603.97M | 681.47M | 671.96M | 746.27M | 682.26M | 764.00M | 866.30M | 885.80M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 464.07M | 458.79M | 492.49M | 492.98M | 524.38M | 523.20M | 535.18M | 603.27M | 517.86M | 541.64M | 530.99M | 642.32M | 557.60M | 558.25M | 578.27M | 659.42M | 599.92M | 639.31M | 658.84M | 721.82M | 645.68M | 711.06M | 793.37M | 837.50M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +16.79% | +10.07% | +5.59% | +12.99% | +0.69% | -3.48% | -6.76% | -1.87% | +2.54% | +2.32% | -1.37% | -2.82% | +1.93% | +9.70% | +2.03% | +10.02% | +0.67% | +6.59% | +1.99% | +3.39% | +5.66% | +7.44% | +9.19% | +5.77% |
Earnings Call
You can ask Aime
Did BWX Technologies beat or miss consensus estimates last quarter?What is the market's earnings forecast for BWX Technologies next quarter?What is the revenue and EPS growth rate for BWX Technologies year over year?What factors drove the changes in BWX Technologies's revenue and profit?What guidance did BWX Technologies's management provide for the next earnings period?What were the key takeaways from BWX Technologies’s earnings call?What is BWX Technologies's latest dividend and current dividend yield?What does BWX Technologies do and what are its main business segments?
